Cormorant Asset Management’s BridgeBio Pharma BBIO Stock Holding History

Cormorant Asset Management’s Portfolio BBIO Stock Details BBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$63.1M	Sell	850,000 -350,000	-29%	-$25.4M	3.17%	12
2025 Q4	$91.8M	Sell	1,200,000 -200,000	-14%	-$13.1M	4.24%	9
2025 Q3	$72.7M	Sell	1,400,000 -200,000	-13%	-$9.75M	5.02%	5
2025 Q2	$69.1M	Sell	1,600,000 -400,000	-20%	-$14.5M	5.15%	3
2025 Q1	$69.1M	Buy	2,000,000 +400,000	+25%	+$13.5M	5.2%	3
2024 Q4	$43.9M	Sell	1,600,000 -258,351	-14%	-$6.68M	2.41%	11
2024 Q3	$47.3M	Hold	1,858,351	–	–	2.51%	13
2024 Q2	$47.1M	Sell	1,858,351 -1,344,678	-42%	-$36.8M	2.72%	11
2024 Q1	$99M	Sell	3,203,029 -141,150	-4%	-$4.8M	4.34%	5
2023 Q4	$135M	Sell	3,344,179 -1,318,351	-28%	-$39.6M	6.45%	4
2023 Q3	$123M	Buy	4,662,530 +493,351	+12%	+$14M	7.17%	2
2023 Q2	$71.7M	Sell	4,169,179 -388,235	-9%	-$5.84M	4.02%	5
2023 Q1	$75.6M	Buy	4,557,414 +3,188,235	+233%	+$37.2M	4.98%	6
2022 Q4	$10.4M	Sell	1,369,179 -100,000	-7%	-$957K	0.7%	37
2022 Q3	$14.6M	Hold	1,469,179	–	–	1.02%	34
2022 Q2	$13.3M	Sell	1,469,179 -99,730	-6%	-$834K	1.01%	33
2022 Q1	$15.9M	Sell	1,568,909 -100,000	-6%	-$1.03M	1.22%	23
2021 Q4	$27.8M	Sell	1,668,909 -100,000	-6%	-$4.23M	1.66%	21
2021 Q3	$82.9M	Sell	1,768,909 -112,071	-6%	-$6.01M	3.37%	7
2021 Q2	$115M	Sell	1,880,980 -287,929	-13%	-$16.4M	3.9%	5
2021 Q1	$134M	Sell	2,168,909 -96,853	-4%	-$6.34M	2.98%	7
2020 Q4	$161M	Hold	2,265,762	–	–	3.83%	6
2020 Q3	$85M	Sell	2,265,762 -325,000	-13%	-$10.2M	3.27%	5
2020 Q2	$84.5M	Sell	2,590,762 -359,238	-12%	-$10.9M	3.22%	6
2020 Q1	$85.5M	Buy	2,950,000 +437,135	+17%	+$13.6M	3.98%	4
2019 Q4	$88.1M	Sell	2,512,865 -104,701	-4%	-$2.9M	3.51%	7
2019 Q3	$56.2M	Sell	2,617,566 -163,319	-6%	-$4.52M	3.42%	6
2019 Q2	$75M	Buy	+2,780,885	New	+$75.8M	4.31%	6

Other funds holding BBIO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

ACM

Aisling Capital Management New York $476M AUM 128.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cormorant Asset Management's BBIO Position: Q1 2026 in Review

Cormorant Asset Management reduced its BridgeBio Pharma (BBIO) stake by 29% in Q1 2026, selling an estimated $25.4M and leaving 850,000 shares worth $63.1M. The position accounts for 3.17% of the portfolio, ranked #12.

Cormorant Asset Management first reported a position in BBIO in Q2 2019 and has held it in 28 quarters since. The position peaked at $161M in Q4 2020. 457 funds tracked by Wall St. Rank hold BBIO as of Q1 2026.

Cormorant Asset Management held 850,000 shares of BridgeBio Pharma worth $63.1M as of Q1 2026.
Cormorant Asset Management sold 350,000 BridgeBio Pharma shares in Q1 2026, an estimated $25.4M.
BridgeBio Pharma made up 3.17% of Cormorant Asset Management's portfolio in Q1 2026, its #12 holding.
Cormorant Asset Management first reported a position in BridgeBio Pharma in Q2 2019 and has held it in 28 quarters since.
Cormorant Asset Management's BridgeBio Pharma position peaked at $161M in Q4 2020.
457 funds tracked by Wall St. Rank held BridgeBio Pharma as of Q1 2026.

Based on Cormorant Asset Management's 13F filing for Q1 2026, filed 15 May 2026.